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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,773 | $125,193-63.4% | $105,591-56.7% | $145,978-68.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.67% | 225.53%-205.9pp | 116.43%-96.8pp | 550.52%-530.8pp |
| Employer contribution / active EE | $1,558 | $3,718-58.1% | $3,166-50.8% | $4,662-66.6% |
| Participant deferral / active EE | $194 | $5,708-96.6% | $5,008-96.1% | $6,690-97.1% |
| Admin fee / account holder | $544 | $17,277-96.9% | $11,024-95.1% | $13,400-95.9% |